BossBuilt

Add Customer

Create a customer profile and prepare it for projects, estimates, invoices, and portal access.

This form is a preview. Saving will persist customers once the database connection is enabled.

Customer profile

Basic identity and pipeline classification.

Status

New

Created

Sep 8, 2026

Owner

Alex Rivera

First name

Last name

Company nameOptional

Customer type

Customer status

Lead source

Assigned owner

How to reach this customer and when.

Phone

Secondary phoneOptional

Preferred contact method

Best time to contact

Where the customer lives, gets billed, and where work happens.

Main address

Billing address is the same as main address

Project address is the same as main address

Optional. Kickstart the first project alongside the customer.

Initial project nameOptional

Project typeOptional

Project statusOptional

Estimated budget rangeOptional

Desired timelineOptional

Public notes are shareable. Private notes stay on the team.

Public notesOptional

Internal — team only

Private internal notesOptional